SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $382,299 | -2.4% | 11,388 | 0.0% | 0.09% | -5.4% |
| Q2 2023 | $391,524 | +1.3% | 11,388 | +0.6% | 0.09% | -1.1% |
| Q1 2023 | $386,425 | +3.5% | 11,322 | 0.0% | 0.09% | -4.1% |
| Q4 2022 | $373,178 | +7.2% | 11,322 | +1.0% | 0.10% | -13.3% |
| Q3 2022 | $348,000 | -10.8% | 11,207 | 0.0% | 0.11% | -14.4% |
| Q2 2022 | $390,000 | -9.3% | 11,207 | +0.7% | 0.13% | +3.9% |
| Q1 2022 | $430,000 | -10.8% | 11,132 | -4.2% | 0.13% | -12.4% |
| Q4 2021 | $482,000 | -2.8% | 11,615 | -0.4% | 0.14% | -22.0% |
| Q3 2021 | $496,000 | -6.6% | 11,663 | 0.0% | 0.19% | -10.6% |
| Q2 2021 | $531,000 | +3.5% | 11,663 | -0.5% | 0.21% | -9.6% |
| Q1 2021 | $513,000 | +3.8% | 11,725 | 0.0% | 0.23% | -11.5% |
| Q4 2020 | $494,000 | +16.0% | 11,725 | +0.6% | 0.26% | -5.5% |
| Q3 2020 | $426,000 | +8.4% | 11,654 | -0.7% | 0.28% | -1.4% |
| Q2 2020 | $393,000 | +18.4% | 11,731 | +0.4% | 0.28% | -5.1% |
| Q1 2020 | $332,000 | -23.9% | 11,680 | +0.7% | 0.29% | +9.7% |
| Q4 2019 | $436,000 | +1.9% | 11,595 | -7.1% | 0.27% | -5.3% |
| Q3 2019 | $428,000 | -17.1% | 12,482 | -13.5% | 0.28% | -19.8% |
| Q2 2019 | $516,000 | -1.7% | 14,422 | -1.7% | 0.35% | -5.1% |
| Q1 2019 | $525,000 | +10.5% | 14,672 | 0.0% | 0.37% | +1.9% |
| Q4 2018 | $475,000 | – | 14,672 | – | 0.36% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,669,508 | $56,980,318 | 14.19% |
| Luken Investment Analytics, LLC | 668,276 | $22,808,260 | 13.40% |
| Brown Financial Advisory | 238,968 | $8,155,978 | 7.85% |
| CAPITAL WEALTH MANAGEMENT, LLC | 373,586 | $12,750,490 | 7.32% |
| Sterneck Capital Management, LLC | 301,544 | $10,291,683 | 6.48% |
| Financial Strategies Group, Inc. | 476,544 | $16,264,450 | 6.26% |
| Horizon Investments, LLC | 5,351,298 | $182,639,801 | 5.41% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 245,600 | $8,382,349 | 5.21% |
| WALLER FINANCIAL PLANNING GROUP, INC | 466,954 | $15,937,124 | 4.52% |
| Better Money Decisions, LLC | 155,510 | $5,307,568 | 4.48% |